MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 147 filers reported holding MORNINGSTAR INC in Q2 2017. The put-call ratio across all filers is 2.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $18,201,000 | +38.1% | 78,596 | -4.2% | 0.05% | +20.0% |
| Q3 2020 | $13,181,000 | +57.6% | 82,065 | +38.3% | 0.04% | +45.2% |
| Q2 2020 | $8,364,000 | +82.5% | 59,333 | +50.5% | 0.03% | +55.0% |
| Q1 2020 | $4,584,000 | +6.6% | 39,435 | +38.8% | 0.02% | +33.3% |
| Q4 2019 | $4,300,000 | +2.5% | 28,418 | -1.0% | 0.02% | -11.8% |
| Q3 2019 | $4,195,000 | +25.9% | 28,703 | +24.6% | 0.02% | +21.4% |
| Q2 2019 | $3,332,000 | +15.9% | 23,035 | +0.9% | 0.01% | +16.7% |
| Q1 2019 | $2,875,000 | +15.8% | 22,823 | +1.0% | 0.01% | -7.7% |
| Q4 2018 | $2,483,000 | -50.0% | 22,604 | -42.6% | 0.01% | -40.9% |
| Q3 2018 | $4,962,000 | +7.6% | 39,413 | +9.6% | 0.02% | 0.0% |
| Q2 2018 | $4,612,000 | +50.6% | 35,962 | +12.1% | 0.02% | +46.7% |
| Q1 2018 | $3,063,000 | +16.8% | 32,071 | +18.6% | 0.02% | +15.4% |
| Q4 2017 | $2,623,000 | +46.5% | 27,052 | +28.4% | 0.01% | +30.0% |
| Q3 2017 | $1,791,000 | +158.1% | 21,071 | +137.8% | 0.01% | +150.0% |
| Q2 2017 | $694,000 | +1.5% | 8,861 | +1.8% | 0.00% | -20.0% |
| Q1 2017 | $684,000 | +33.9% | 8,708 | +25.4% | 0.01% | +25.0% |
| Q4 2016 | $511,000 | -28.0% | 6,945 | -22.5% | 0.00% | -20.0% |
| Q3 2016 | $710,000 | +3.3% | 8,959 | +6.7% | 0.01% | 0.0% |
| Q2 2016 | $687,000 | +7.7% | 8,395 | +16.1% | 0.01% | 0.0% |
| Q1 2016 | $638,000 | -11.4% | 7,229 | -19.3% | 0.01% | -28.6% |
| Q4 2015 | $720,000 | -4.1% | 8,957 | -4.2% | 0.01% | -12.5% |
| Q3 2015 | $751,000 | +3.4% | 9,354 | +2.5% | 0.01% | +14.3% |
| Q2 2015 | $726,000 | +9.5% | 9,128 | +3.1% | 0.01% | 0.0% |
| Q1 2015 | $663,000 | +3.6% | 8,854 | -10.4% | 0.01% | -12.5% |
| Q4 2014 | $640,000 | +88.8% | 9,884 | +97.8% | 0.01% | +60.0% |
| Q3 2014 | $339,000 | -26.3% | 4,997 | -22.0% | 0.01% | -28.6% |
| Q2 2014 | $460,000 | -30.5% | 6,403 | -23.6% | 0.01% | -22.2% |
| Q1 2014 | $662,000 | +6.6% | 8,382 | +5.4% | 0.01% | -10.0% |
| Q4 2013 | $621,000 | +64.7% | 7,950 | +67.1% | 0.01% | +42.9% |
| Q3 2013 | $377,000 | +4.7% | 4,759 | +2.7% | 0.01% | -22.2% |
| Q2 2013 | $360,000 | – | 4,636 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GOLDEN GATE PRIVATE EQUITY, INC. | 67,734 | $8,534,000 | 2.76% |
| Copeland Capital Management, LLC | 185,266 | $23,342,000 | 1.48% |
| Chicago Capital, LLC | 150,796 | $18,999,000 | 1.29% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,745,915 | $219,969,000 | 1.26% |
| AMERICAN CAPITAL MANAGEMENT INC | 212,805 | $26,811,000 | 1.24% |
| Force Capital Management LLC | 3,884 | $489,000 | 1.14% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,891,233 | $238,276,000 | 1.14% |
| FCF Advisors LLC | 11,624 | $1,465,000 | 1.13% |
| BAMCO INC /NY/ | 1,457,280 | $183,603,000 | 0.78% |
| ROYCE & ASSOCIATES LP | 540,320 | $68,075,000 | 0.58% |